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Hemington Wealth Management’s Constellation Energy CEG Stock Holding History

Hemington Wealth Management’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$108K Buy
329
+20
+6% +$6.46K 0.01% 226
2025
Q2 		$99K Sell
309
-1
-0.3% -$265 0.01% 222
2025
Q1 		$62K Buy
310
+36
+13% +$9.65K 0.01% 280
2024
Q4 		$61K Buy
274
+24
+10% +$5.99K 0.02% 275
2024
Q3 		$65K Buy
+250
New +$49.7K 0.02% 246

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hemington Wealth Management's CEG Position: Q3 2025 in Review

Hemington Wealth Management increased its Constellation Energy (CEG) stake by 6.5% in Q3 2025, buying an estimated $6.46K and bringing the position to 329 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #226.

Hemington Wealth Management first reported a position in CEG in Q3 2024 and has held it in 5 quarters since. 1,822 funds tracked by Wall St. Rank hold CEG as of Q3 2025.

  • Hemington Wealth Management held 329 shares of Constellation Energy worth $108K as of Q3 2025.
  • Hemington Wealth Management bought 20 Constellation Energy shares in Q3 2025, an estimated $6.46K.
  • Constellation Energy made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #226 holding.
  • Hemington Wealth Management first reported a position in Constellation Energy in Q3 2024 and has held it in 5 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.